Introduction
Three new Column Types are now available to be enabled in the Order work item
Custom Calculation
Use existing numeric fields in Perenso to perform a calculation to return a result as a column in an order
e.g. Unit Qty x Sale Price to return a new columns you might call “Extended Sale Price”
Product Field
Any Product Field will now be available to turn on as a column in an order
Account Specific Lookup
Data can now be imported relating to account \ product sales. This value can then be shown as a column in an order
e.g. You might have an Excel file that contains the columns Account ID, Product ID and the Average Last 12 Months Sales for the product for each account. You can now import this “Last 12 Months Average Sale” value for all accounts \ products and have this show as a column in an order
Configuring the new columns
1. To add the new columns, go to Diary > Call Type > pick your call type > Select the Take the Order Work item > Order Columns tab
2. To add a new column click on Add Column button. There will be a drop-down list.
Note: Remember to assign an unused column number in order for the column to appear.
It will be added to the bottom of the grid as a new row. Similar to Product Tags, then you will need to choose an identifier to use by clicking on the blue ‘Select…’ button
Product Field
The Product Field is an additional field that can be displayed as an Order column in an Order Work item. It is used to help display extra information related to the product such as brand, category, or even tax rate.
1. Once the Product Field row has been added, you will need to click on the red Not Configured button to select the field you wish to display.
The below fields are from the Product Config menu
Custom Calculation
1. Once the Custom Calculation row has been added, you will need to click on the Red Not Configured button to select and configure the formula you wish to set up.
2. The formula and calculations are based on the Placeholders on the right-hand side. You would simply need to copy the paste the placeholders into the formula box. e.g
[Custom - Number: RRP]+[Custom - Number: Tax]
To check if the formula is correct, click on the Validate button. It will display an error if the formula isn't valid.
The RRP and Tax will be taken from the Product's Fields Tab
This will be 10+10%
The calculated data will display in the assigned column.
Format
This section allows you to display the formula in the format you wish.
Account Specific Lookup
Account Specific Lookup values are imported using the import function in Administrator found under System Config -> Imports
When performing an import, ensure the following:
1. The Import Type is set to Account Specific Lookup
2. A Field ID and Field Description are specified either as part of the Excel sheet along with the being imported or as an Unbound Column
Once data has been imported, these values can be returned setup to be shown as a column within an order.
1. To add the new columns, go to Diary > Call Type > Pick your call type > Select the Take the Order Work item > Order Columns tab
2. To add a new column click on Add Column button. There will be a drop-down list.
3. Select Account Specific Lookup then Add Column
4. Click on the Not Configured button
In the following screen you will have available all imported Field Identifiers
5. Click Select on the field you wish to map to this column
The selected data will display in the assigned column.